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Matthew D'attilio

PEGASUS PARTNERS LTD.·MEQUON, Wisconsin
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1333 W. TOWNE SQUARE ROAD, MEQUON, WI 53092CRD# 2414950Firm CRD# 175206
01

About

Matthew D'attilio is a registered financial advisor based in MEQUON, Wisconsin, affiliated with PEGASUS PARTNERS LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEGASUS PARTNERS LTD.
PEGASUS PARTNERS
AUM
$3.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at PEGASUS PARTNERS LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2414950
Firm CRD# 175206
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew D'attilio offer?
Matthew D'attilio specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.
What are Matthew D'attilio's credentials?
Matthew D'attilio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew D'attilio located?
Matthew D'attilio is based in MEQUON, Wisconsin, working with PEGASUS PARTNERS LTD.. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Matthew D'attilio charge for services?
Matthew D'attilio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEGASUS PARTNERS LTD.?
PEGASUS PARTNERS LTD. has approximately 22 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEQUON
James Francis Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Jonathan James Marshall — SPECTRUM INVESTMENT ADVISORS, INC.Manuel Nmn Rosado — SPECTRUM INVESTMENT ADVISORS, INC.Cheryl Ann Besaw — SPECTRUM INVESTMENT ADVISORS, INC.Eli Blee-Goldman — CAPITAL MIDWEST ADVISORS III, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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